Insurance Commercial Lines Customer Service Agent

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The Position

Job Title

Insurance Commercial Lines Customer Service Agent

Summary

Job Description

The Commercial Lines Customer Service Agent – Small Business performs the essential functions of the position, which include supporting the agency sales team and agency renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales, service, and quality standards adopted by the agency.

Major Duties And Responsibilities (essential Functions)

• Service Commercial Lines Book of Business
• Endorsements
• Billing/payments (invoice transactions, record payments, prepare finance agreements)
• Claims
• Create new/renewal business submissions
• Loss runs (create letters, order loss runs / obtain/order experience modifiers)
• Gather & help complete supplemental applications & supporting documentation
• Issue certificates, evidence of insurance, auto id cards and binders
• Check and mail out policies
• Create proposals for agent- if needed
• Cancellation tracking and processing (pending and cancelled)
• Audit tracking
• Bond
• Remarkets
• Quote account rounds for existing CL business
• Keep up with carrier updates and underwriting information
  
  

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• High School diploma or GED equivalent
• College degree preferred
• Industry knowledge preferred
• Obtain and maintain applicable licensing
• Insurance designation preferred
  
  

Technical/Functional Competencies

• Proficient in PC operating systems- Applied Epic
• Proficient Microsoft office
• Knowledge of and experience with Carrier websites
• Knowledge of and experience with Comparative rater websites
  
  

This position follows a 4‑1 workweek and is an in‑office role based in our Plano, Texas office. Employees are expected to be on‑site four days per week and may work remotely one day per week.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.